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Operations · 3 min read

A simple booking setup checklist

The information to prepare before you connect a customer-facing booking channel.

Published 8 September 2026 · by the ChatBooker team

Start with the facts

Write down your business name, timezone, services, durations and the hours customers can book. Keep service names short enough for a customer to recognise in a message.

Choose the calendar path

Use the native calendar for the account-free path, or connect Google Calendar and confirm the right calendar before testing.

Test before launch

Send a realistic question, ask for a time outside your hours, and try a reschedule. Check that the answers match your settings and that a person can take over when needed.

This checklist does not replace provider verification. WhatsApp sender approval remains a separate step.

Ready to test the setup?

Configure a booking conversation for your business.

Set up your profile, services, hours and calendar, then test the flow.

Create an account →

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